Prediction: Nov. 3 Will Be a Huge Day for the Stock Market

The Nov. 3, 2026 midterm elections could significantly impact the stock market, particularly AI stocks. Historically, the S&P 500 gains an average of 15.1% in the 12 months following midterms. However, with 49% of the S&P 500 tied to AI, the outcome matters more than usual. AI companies' heavy borrowing for data center construction makes them sensitive to bond yields. The article suggests monitoring Treasury yields rather than stock price movements to gauge the true market impact.